Venkata Pratap Kota
Dubai
Summary
A dynamic professional with over 15 years of rich & extensive experience across Sales, Business Development, Channel Management, Client Relationship Management & Advisory Comprehensive experience in account management as well as assessment of customer needs and providing the best possible solutions to their utmost satisfaction. Demonstrated abilities in generating business and leading workforce towards accomplishing business Proven skills in managing teams to work with the corporate set parameters & motivating them for achieving business and individual goals. Well versed with IT
knowledge and possess excellent interpersonal, communication & analytical skills
Overview
17
17
years of professional experience
Work History
Manager -Client Service Specialist
CMB, First Abu Dhabi Bank, FAB
10.2018 - Current
- Providing advisory, administrative, and client services to Commercial banking / SME banking clients to support relationship managers in structuring transactions/deals related to trade finance
- Providing timely advisory services to customers on various Trade Finance products like letters of credit, bank guarantees, and import & export finance (trade loans)
- Actively participated in customer meetings and relationship manager to understand and execute customer structured trade finance transactions with adherence to bank standard policies and procedures
- Introducing and encouraging online and digital trade portals to existing clients, liaising between clients and back office to carry out any client instruction
- Assisting in developing and implementing quality procedures and recommending suggestions for continuous up-gradation
- Working closely with risk & control team
- To effectively coordinate with clients and with internal stakeholders to complete service request / transactions within set TAT
- Currently Managing team of 5 offshore staff
Relationship Manager
National Bank of Abu Dhabi
06.2017 - 09.2018
- Managing 250+ SME clients with total portfolio of 400 Million
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Identify and act on sales and relationship- deepening opportunities
- Establish contact, rapport and credibility with prospective clients to influence key decision makers to start relationship with organization
- Understanding and meeting client's corporate requirement including wallet sizing and pitching of all cash management, trade finance and FOREX products Knowledge of analyzing credit proposals and maintaining credit quality, ability to formulate portfolio management
- Explore opportunities and recommend strategies for cross selling of products and services based on thorough understanding of range of corporate banking products and services, and various client analysis
- Highly alert to cross - sell opportunities identified by accessing client needs and refer to appropriate specialists (Assets, RBG, TWC, Cash Management, e-commerce channels and Treasury).
Assistant Relationship Manager
National Bank of Abu Dhabi
06.2014 - 05.2017
- Core products - To effectively identify and acquire new liability relationships which can mobilize and increase book size
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- To visit existing client portfolio at frequent intervals to understand and report same to management along with updated call reports
- To ensure enhanced due diligence is conducted at every stage (before and after) of on boarding and to full fill any requirements from PML department
- Providing Conventional Business Owner Loans and Islamic Finance, corporate accounts
Senior Officer / Branch
United Arab Bank
11.2011 - 05.2014
- Core products - To acquire new liability relationships in form of different types of accounts
- Providing Conventional Business Owner Loans and Islamic Finance, corporate accounts, Personal loans, Commercial Vehicle Loans, Corporate Credit cards
- To ensure quality service delivery to customers through prompt response and resolving their queries
- To generate income through cross sell of new products to existing clients & maximization of relationship value
- Execute calendar of marketing and sales programs / campaigns
- Achieving required targets as set.
Senior Sales Officer
Abu Dhabi Commercial Bank
01.2010 - 06.2011
- Core products “corporate accounts, business loans, Commercial Vehicle Loans, corporate facilities like corporate cards, over-draft, cheque discounting, LC and bank guarantee”
- To acquire new liability relationships in form of corporate accounts
- Generate float & transaction fee from acquired accounts and ensure increase in share of liability
- To generate income through cross sell of new products to existing clients & maximization of relationship value
- Develop, in conjunction with Head – liability acquisition & team leader, customer and business proposition (strategy) and ensure it is executed through most efficient delivery network.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
Business Banking Advisor
HSBC Bank
11.2007 - 12.2009
- Provides full range of business banking products to newly acquired and existing customers
- Products range “corporate accounts, deposits, business loans, corporate facilities like corporate cards, overdraft, cheque discounting, LC and bank guarantee”
- Developing and implementing marketing plan, perform basic financial analysis of business financials as well as reporting
- Develop and implement new business acquisition and deepen existing customer relationships through segment-based sales plans to achieve revenue growth targets in assigned geography
- Extended and sustained relationships with customers to maintain and grow business.
Business Development Executive
ABN Amro Bank
08.2006 - 09.2007
- Multi Products (Core Product as Credit Cards)
- Generating and maintaining the key relationship with companies
- Maintain specified number of Direct Calls Contact and References on daily basis Studying the current market strategy and competitor's product analysis
- List all objections being faced and updated Team Leader during daily huddle.
- Identified business development challenges and customer concerns for proactive resolution.
Education
Bachelor in Commerce -
Osmania University
Hyderabad1997
Skills
- Leadership and strategic vision
- Team coordination
- Effective at multi-tasking
- Conflict resolution & problem solving
- Professionalism & strong work ethics
Languages
English
Hindi
Telugu
Hobbies
Hiking, Motorcycle Riding, Music
Timeline
Manager -Client Service Specialist
CMB, First Abu Dhabi Bank, FAB
10.2018 - Current
Relationship Manager
National Bank of Abu Dhabi
06.2017 - 09.2018
Assistant Relationship Manager
National Bank of Abu Dhabi
06.2014 - 05.2017
Senior Officer / Branch
United Arab Bank
11.2011 - 05.2014
Senior Sales Officer
Abu Dhabi Commercial Bank
01.2010 - 06.2011
Business Banking Advisor
HSBC Bank
11.2007 - 12.2009
Business Development Executive
ABN Amro Bank
08.2006 - 09.2007
Bachelor in Commerce -
Osmania University
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